Darrin Romney

Advisor at Fidelity

Updated today
Fidelity logo

Firm

Fidelity

Location

New Port Richey, FL

Credentials

Series 63, Series 66

Industry experience

18 years

About

Darrin Romney is Vice President and Branch Leader at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2007, progressing through various roles that include Team Leader in Investment Solutions, Onboarding Leader for Customer Service, and Team Leader in several specialized areas such as Stock Plan Services, Active Trading, and Retirement Solutions.

Throughout his career, Darrin has focused on financial planning processes to assist clients and associates in overcoming obstacles and creating individualized plans aimed at long-term success. His extensive experience spans investment solutions, retirement services, and client relationship management within Fidelity Investments.

No information regarding his education, credentials, personal interests, or community involvement was provided.

Expertise

Wealth management Active portfolio management Retirement income strategy Retirement withdrawal strategies Stock option exercise strategy

Occupation focus

Financial Professional

Work history

Fidelity Investments

2025 - Present (1 year)

Fidelity Personal and Workplace Advisors

2018 - Present (8 years)

Fidelity Brokerage Services, LLC

2007 - Present (19 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

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